Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMRBX (HighMark Bond Retail A) | NA | -2.74% | 2.56% | 6.19% | 4.45% | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMRBX (HighMark Bond Retail A) | 11/12/1998 | 11/06/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.74 | 2.56 | 6.19 | 4.45 | NA | NA | … | … | -3.13 | 6.63 | 5.99 | 7.47 | 10.71 | 1.21 | 6.20 | 3.46 | 1.75 | 3.14 | 4.98 | 7.37 | 7.96 | 10.83 | -1.88 | 1.16 |
| Sharpe Ratio | NA | -1.08 | 0.84 | 1.85 | 0.94 | NA | NA | … | … | -1.38 | 3.07 | 1.80 | 2.12 | 2.61 | 0.05 | 1.02 | 0.06 | -0.16 | 0.60 | 1.05 | 1.60 | 1.33 | 1.96 | -1.25 | 1.18 |
| Standard Deviation(%) | NA | 2.57 | 2.91 | 3.32 | 3.58 | NA | NA | … | … | 2.68 | 2.16 | 3.32 | 3.48 | 4.07 | 6.16 | 3.12 | 2.65 | 2.69 | 3.65 | 4.10 | 3.93 | 4.29 | 3.47 | 4.08 | 5.17 |
| Draw Down(%) | NA | 4.78 | 4.78 | 4.78 | 6.70 | NA | NA | … | … | 4.78 | 1.07 | 1.50 | 2.91 | 1.42 | 6.70 | 2.08 | 2.01 | 2.27 | 4.20 | 4.66 | 2.13 | 3.33 | 3.16 | 4.07 | 1.91 |
| Yield(%) | 0.00 | 3.28 | 4.16 | 4.65 | 4.33 | 4.70 | 3.53 | … | … | 1.59 | 4.38 | 5.34 | 4.77 | 4.41 | 4.66 | 4.58 | 4.39 | 4.58 | 4.10 | 4.65 | 5.82 | 6.03 | 6.31 | 5.48 | 1.06 |
Data as of 11/06/2013, Common starting date is 11/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMRBX (HighMark Bond Retail A) |
1.43%
May 2003 – May 2006 |
2.24%
Oct 2003 – Oct 2008 |
4.33%
Sep 2003 – Sep 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMRBX (HighMark Bond Retail A) |
9.87%
May 2000 – May 2003 |
7.01%
Jan 2000 – Jan 2005 |
5.99%
May 2000 – May 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart